Hi everyone, We are currently revamping our deal page to streamline the creation and tracking of deals/pitches made/sent. I saw a new (to me) feature called 'deal tags'. Nice feature to add colour coded tags to your deals. I played around wi read more

We are looking to see if it is possible for a quote to be generated and sent to a customer when a deal hits a specific stage or if, for example, the deal hits a milestone like 90 days prior to the expected closed date. This particular use case read more

Hi everyone, I have done a fair amount of research on this topic but couldn't find any solutions. Maybe here someone found a way. I would like to create an order form that is linked to hubspot and creates deals according to information that the read more

Hi, What is Unit Price field internal name? Where to find it in the properties? Why cant I search this property anywhere?

𝗧𝘄𝗼 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝗮𝗯𝗼𝘂𝘁 𝗛𝘂𝗯𝗦𝗽𝗼𝘁 𝗚𝗼𝗮𝗹𝘀 𝗳𝗼𝗿 𝗛𝘂𝗯𝗦𝗽𝗼𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 🧼: 1️⃣ What's the difference between 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 and 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗲𝗱 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 goal templates? read more

We are trying to automate the movement between our deal stages. We sell through brokers (middle men) to their customers. Because of this, one broker could be associated with multiple deals in the system. As an example, John Smith is a bro read more

I'm currently implementing a system where I combine a Company Score and Contact Score within the Deal Pipeline in the Sales Hub. My goal is to quickly identify super-qualified cases, some in between and so forth. So basically, I can have compani read more

Hi there! We are a company that sells heating systems with a lot of components. To calculate we use a tool in Excel, which gives a list with the quantity, SKU, name and price of all the products needed. Does anyone know wheter it would be poss read more

To improve the efficiency and transparency of our quote approval process, I propose adding the "Quote Approver" field to the Quotes Dashboard. This enhancement will provide immediate visibility of the assigned approver for each quote, making it easi read more

Wanting to know how to createa a workflow or something that only creates a deal when a meeting is marked something specfic. Like When you complete a meeting and this is an actualy opportunity to be worked, you would mark the outcome to "Completed read more

Hi! I need to create a workflow that checks all the deals associated to a contact and based on that mark a few contact properties In contacts i have two custom field called A attending and B Attending (just for the example) and my deals have read more

Hi, We work specifically off deals created in our CRM, is there a way for deals we have given a specific property to be the deals that enter the view on prospecting instead of the 'leads' in there currently?